Skip to content
Disclosery

XLY SELECT SECTOR SPDR TR

Follow

SBI CONS DISCR (fund)

1,232 managers (1,248 13F filers) reported a position in XLY shares at 2025-06-30, 85,025,344 shares in all. 129 filers opened a position and 99 filers sold out during the quarter.

Managers
1,232
13F filers
1,248
New
129
Added
379
Reduced
486
Sold out
99
Shares held by filers
85,025,344

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Latitude Advisors, LLC1,512$329K0.17%new13F-HRTimeline
Modera Wealth Management, LLC1,512$329K<0.01%+3213F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,510$328K0.12%+313F-HRTimeline
One Capital Management, LLC1,507$328K0.01%+4513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,506$327K0.03%new13F-HRTimeline
Elm Partners Management LLC1,506$327K0.02%-43113F-HR/ATimeline
PFG Investments, LLC1,489$324K0.02%-44613F-HRTimeline
Performance Wealth Partners, LLC1,487$323K0.01%013F-HRTimeline
Inscription Capital, LLC1,487$323K0.05%-42513F-HRTimeline
Haverford Trust Co1,486$323K<0.01%-19413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,481$322K0.01%+39713F-HRTimeline
SYM FINANCIAL Corp1,479$321K0.04%013F-HRTimeline
Resolute Wealth Strategies, LLC1,478$321K0.17%+213F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,475$320K0.04%013F-HRTimeline
James J. Burns & Company, LLC1,474$320K0.05%+20013F-HRTimeline
MPS Loria Financial Planners, LLC1,474$320K0.09%+213F-HRTimeline
Aries Wealth Management1,465$318K0.08%-1213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,461$318K0.01%-1,43613F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC1,458$317K0.01%-21413F-HRTimeline
American State Bank (Iowa)1,458$317K0.18%013F-HRTimeline
Peoples Bank/KS1,456$316K0.21%-1013F-HRTimeline
TSFG, LLC1,454$316K0.06%-60813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,444$314K0.01%+25013F-HRTimelineGroup
DF DENT & CO INC1,431$311K<0.01%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.1,431$311K0.3%013F-HRTimeline
Chicago Partners Investment Group LLC1,352$306K0.01%new13F-HRTimeline
SMITH, MOORE & CO.1,409$306K0.03%-9613F-HRTimeline
Arlington Capital Management, Inc.1,406$306K0.27%-2613F-HRTimeline
Manhattan West Asset Management, LLC1,403$305K0.07%-87913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,403$305K0.14%-1213F-HRTimeline
Empower Advisory Group, LLC1,397$304K<0.01%+1213F-HRTimeline
River Wealth Advisors LLC1,391$302K0.04%013F-HRTimeline
Icon Wealth Advisors, LLC1,390$302K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,387$301K0.14%-113F-HRTimeline
BIP Wealth, LLC1,387$301K0.02%-9913F-HRTimeline
Summit X, LLC1,386$301K0.06%-813F-HRTimeline
Moloney Securities Asset Management, LLC1,379$300K0.04%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,366$297K0.02%013F-HRTimeline
Horizon Wealth Management, LLC1,365$297K0.05%-15713F-HRTimeline
Truvestments Capital LLC1,364$296K0.06%-5513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,355$294K0.01%+8313F-HRTimeline
Balboa Wealth Partners1,353$294K0.06%-11413F-HRTimeline
Capital Square, LLC1,327$294K0.16%+17413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,342$292K0.06%013F-HRTimelineGroup
Modern Wealth Management, LLC1,337$291K0.01%+11913F-HR/ATimeline
Compound Planning, Inc.1,337$291K0.01%-57313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,335$290K0.1%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,331$289K0.12%+1,09413F-HR/ATimelineGroup
United Advisor Group, LLC1,326$288K0.05%-1,44513F-HRTimeline
Blue Trust, Inc.1,325$288K<0.01%+1,08613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,325$288K0.02%013F-HRTimeline
Stanich Group LLC1,295$288K0.26%013F-HRTimeline
Hopwood Financial Services, Inc.1,320$287K0.22%013F-HRTimeline
Broadleaf Partners, LLC1,316$286K0.06%013F-HRTimeline
Sebold Capital Management, Inc.1,314$286K0.18%+15513F-HRTimeline
Diligent Investors, LLC1,307$284K0.07%013F-HRTimeline
Foster Victor Wealth Advisors, LLC1,296$284K0.02%+16113F-HRTimeline
LFA - Lugano Financial Advisors SA1,300$283K0.17%013F-HRTimeline
Hurlow Wealth Management Group, Inc.1,295$281K0.08%013F-HRTimeline
KWB Wealth1,424$281K0.03%-75413F-HRTimeline
CMH Wealth Management LLC1,290$280K0.07%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,289$280K<0.01%+6413F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC1,286$279K<0.01%-36913F-HRTimeline
ALBION FINANCIAL GROUP /UT1,281$278K0.02%013F-HRTimeline
Sierra Capital LLC1,281$278K0.03%013F-HRTimeline
Parisi Gray Wealth Management1,276$277K0.08%+313F-HRTimeline
Severin Investments, LLC1,271$276K0.26%+3113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,265$275K-21Timeline
AMERICAN NATIONAL BANK & TRUST1,261$274K0.03%+11013F-HRTimeline
Midwest Financial Group LLC1,261$274K0.14%+313F-HRTimeline
Plante Moran Financial Advisors, LLC1,257$273K0.02%-14613F-HRTimeline
Element Wealth, LLC1,256$273K0.13%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,256$273K0.03%new13F-HRTimeline
Ironwood Financial, llc1,379$272K0.06%013F-HRTimeline
Farmers National Bank1,249$271K0.07%-13213F-HRTimeline
Patriot Financial Group Insurance Agenc…1,249$271K0.03%-22013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,248$271K0.08%-1,75913F-HRTimeline
San Luis Wealth Advisors LLC1,247$271K0.06%-13513F-HRTimeline
Omnitrust Wealth Management, Inc2,288$268K0.32%13F-HRTimeline
Moss Adams Wealth Advisors LLC1,230$267K0.02%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,217$264K<0.01%-31013F-HRTimeline
WP Advisors, LLC1,216$264K0.07%new13F-HRTimeline
Ballentine Partners, LLC1,213$264K<0.01%013F-HRTimeline
ACORN CREEK CAPITAL LLC1,213$264K0.11%013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC1,210$263K0.17%-5613F-HRTimeline
NFSG Corp1,207$262K0.04%-37113F-HRTimeline
Manchester Capital Management LLC1,206$262K0.03%013F-HRTimeline
OBSIDIAN CIO, LLC1,200$261K0.04%-15813F-HRTimeline
Trifecta Capital Advisors, LLC1,200$261K0.04%013F-HRTimeline
Northstar Financial Companies, Inc.1,194$259K0.27%-28813F-HRTimeline
Elevated Capital Advisors, LLC1,314$259K0.07%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,177$256K0.02%013F-HRTimeline
MWA Asset Management1,173$255K0.16%+2013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,170$254K<0.01%+12313F-HRTimelineGroup
Byrne Asset Management LLC1,170$254K0.17%+16013F-HRTimeline
SS&H Financial Advisors, Inc.1,167$254K0.08%-58313F-HRTimeline
Worth Asset Management, LLC1,167$254K0.13%new13F-HRTimeline
Independent Advisor Alliance1,166$253K0.01%-1,11313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,165$253K0.04%-6513F-HRTimeline
Texas Yale Capital Corp.1,161$252K0.01%013F-HRTimeline
Beaumont Financial Advisors, LLC1,160$252K0.02%-8,41813F-HRTimeline
One Day In July LLC1,158$252K0.02%013F-HRTimeline
180 WEALTH ADVISORS, LLC1,152$250K0.03%new13F-HRTimeline
BRIGHTON JONES LLC1,142$248K0.01%-45613F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,134$246K0.01%new13F-HRTimeline
Annex Advisory Services, LLC1,129$245K0.01%+8913F-HRTimeline
Alteri Wealth LLC1,127$245K0.1%-23813F-HRTimeline
AllSquare Wealth Management LLC1,127$245K0.14%013F-HRTimeline
Straight Path Wealth Management1,116$243K0.08%+213F-HRTimeline
SilverOak Wealth Management LLC1,109$241K0.05%new13F-HRTimeline
Sunbelt Securities, Inc.1,072$240K0.02%-6713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/1,100$240K<0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC1,103$240K0.02%+213F-HRTimeline
SOL Capital Management CO1,100$239K0.02%013F-HRTimeline
Financial Advocates Investment Manageme…1,099$239K0.02%-6413F-HRTimeline
Nikulski Financial, Inc.1,098$239K0.07%new13F-HRTimeline
BBR PARTNERS, LLC1,098$239K0.01%013F-HRTimeline
Principle Wealth Partners LLC1,095$238K0.01%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,093$238K0.09%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC1,090$237K0.14%013F-HRTimeline
Key Client Fiduciary Advisors, LLC1,084$236K0.1%-613F-HRTimeline
AMERIFLEX GROUP, INC.1,094$235K0.12%+35713F-HRTimeline
FLOYD FINANCIAL GROUP LLC1,061$235K0.22%new13F-HRTimeline
GC Wealth Management RIA, LLC1,077$234K0.02%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,075$234K0.03%-5613F-HRTimeline
Cullen Capital Management, LLC1,074$233K<0.01%-1,43913F-HRTimeline
HBK Sorce Advisory LLC1,074$233K0.01%-50013F-HRTimeline
Kaizen Financial Strategies1,070$233K0.12%+113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,062$231K<0.01%-2513F-HRTimelineGroup
Confluence Wealth Services, Inc.1,060$230K0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC1,046$227K0.02%-11713F-HRTimeline
KICKSTAND VENTURES, LLC.1,040$226K0.05%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,039$226K0.22%-213F-HRTimeline
McElhenny Sheffield Capital Management,…1,037$225K0.06%013F-HR/ATimeline
Ipsen Advisor Group LLC1,031$224K0.17%+213F-HRTimeline
Axim Planning & Wealth1,028$223K0.2%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,028$223K0.06%-11213F-HRTimelineGroup
Waldron Private Wealth LLC1,027$223K0.01%+1213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,021$222K0.04%-6613F-HRTimeline
F/m Investments LLC1,021$222K0.01%new13F-HRTimeline
Three Bridge Wealth Advisors, LLC1,020$222K0.06%013F-HRTimeline
Independence Bank of Kentucky1,017$221K0.03%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.2,027$221K0.13%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,015$221K0.01%+513F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC1,014$220K0.06%013F-HRTimeline
Sender Co & Partners, Inc.1,012$220K0.06%new13F-HRTimeline
RDA Financial Network1,009$219K0.06%-39113F-HRTimeline
Good Life Advisors, LLC1,008$219K0.01%new13F-HRTimeline
Magnolia Private Wealth, LLC1,007$219K0.17%new13F-HRTimeline
TRUST CO OF VERMONT1,005$218K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,011$218K0.02%+35013F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC1,004$218K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,002$218K<0.01%+14813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,001$218K0.01%-61113F-HRTimelineGroup
Obermeyer Wealth Partners1,000$217K0.01%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.999$217K0.12%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…998$217K0.03%new13F-HRTimeline
Fjell Capital, LLC997$217K0.2%new13F-HRTimeline
Cornerstone Wealth Management, LLC994$216K0.01%-4813F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.989$215K0.11%-40013F-HRTimeline
Gryphon Financial Partners LLC986$214K0.03%new13F-HRTimeline
BRAUN STACEY ASSOCIATES INC982$213K0.01%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC981$213K0.02%new13F-HRTimeline
Peak Financial Management, Inc.981$213K0.06%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/977$212K<0.01%+1813F-HR/ATimelineGroup
Fulton Bank, N.A.976$212K0.01%new13F-HRTimeline
Vigilare Wealth Management970$211K0.08%new13F-HRTimeline
OAKWORTH CAPITAL, INC.965$210K0.01%-3313F-HRTimeline
Castle Rock Wealth Management, LLC936$210K0.05%new13F-HRTimeline
Williams & Novak Wealth Management, LLC964$210K0.18%new13F-HRTimeline
AVALON CAPITAL MANAGEMENT960$209K0.06%new13F-HRTimeline
Joel Isaacson & Co., LLC959$208K0.01%new13F-HRTimeline
Bedell Frazier Investment Counselling, …958$208K0.05%new13F-HRTimeline
Bedel Financial Consulting, Inc.956$208K0.03%new13F-HRTimeline
FSM Wealth Advisors, LLC948$207K0.03%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT947$206K<0.01%-58813F-HRTimeline
Claro Advisors Inc.947$206K0.03%-4,28113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC944$205K0.02%new13F-HRTimeline
Insight Wealth Strategies, LLC940$205K0.03%-40,39313F-HRTimeline
Continuum Advisory, LLC937$204K0.02%-47713F-HRTimeline
Curi Capital, LLC935$203K<0.01%new13F-HRTimeline
SFG Wealth Management, LLC.934$203K0.12%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC930$202K0.01%new13F-HRTimeline
Mezzasalma Advisors, LLC928$202K0.06%new13F-HRTimeline
VestGen Advisors, LLC924$201K0.01%new13F-HRTimeline
Avestar Capital, LLC921$200K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC921$200K0.08%013F-HRTimeline
TD Waterhouse Canada Inc.910$199K<0.01%+5113F-HRTimeline
Tradewinds Capital Management, LLC912$198K0.05%-137,06113F-HRTimeline
Caldwell Trust Co901$196K0.02%013F-HRTimeline
Archer Investment Corp899$195K0.05%013F-HRTimeline
SBI Securities Co., Ltd.888$193K0.01%+1113F-HRTimeline
Federation des caisses Desjardins du Qu…885$192K<0.01%-13,58513F-HRTimeline
HAZLETT, BURT & WATSON, INC.885$192K0.08%-2513F-HRTimeline
GAMMA Investing LLC869$189K0.01%+22013F-HRTimeline
Solstein Capital, LLC861$187K0.1%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.810$176K0.01%-5813F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…800$174K<0.01%-56013F-HRTimelineGroup
MGB Wealth Management, LLC783$170K0.06%-2713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…736$160K<0.01%013F-HRTimelineGroup